loan officer assistant

Banner Bank

<div><div>More than 135 years ago, we started with core values that never go out of style: listen, learn and help businesses and individuals reach their goals. These core values shape our culture, and we were recently <b>Great Place to Work Certified</b> because of our outstanding workplace culture and employee experience. As well, our financial strength and stability are key reasons Forbes named us one of the <b>Best 100 Banks in America</b> for the ninth consecutive year.<br>
</div><div></div><br>
<div>With more than $16 billion in assets and 135 branch locations throughout Washington, Oregon, Idaho, and California, we understand our role in the economy and take that responsibility seriously. In addition to offering a source of capital to personal banking clients and businesses of all sizes, we place a high importance on employee volunteerism and donate millions of dollars each year to community organizations.</div><div></div><div><br>
As a Loan Officer Assistant, you play a critical role in helping borrowers move confidently through the mortgage process. You&rsquo;ll partner closely with a high-producing Loan Officer and a wide network of partners to keep loan files organized, compliant, and moving forward on time. This role is perfect for someone who enjoys fast-paced work, building relationships, and being a key contributor to successful loan closings.</div>
<h3 class="jobSectionHeader"><b>In this role you'll:</b></h3><ul>
<li><div>Facilitate clear and timely communication between the Loan Officer, borrowers, real estate agents, branch staff, insurance providers, closing agents, and outside vendors.</div>
</li><li><div>Manage loan pipelines, schedules, and critical deadlines to keep files progressing smoothly.</div>
</li><li><div>Run pipeline and closed-loan summary reports to support production tracking and performance.</div>
</li><li><div>Support mailings and marketing initiatives to help grow and maintain business relationships.</div>
</li><li><div>Follow up with borrowers to obtain missing documentation and required information.</div>
</li><li><div>Enter, maintain, and update loan application and client data within processing systems.</div>
</li><li><div>Pull credit reports at the direction of the Loan Officer and ensure proper handling of sensitive data.</div>
</li><li><div>Maintain working knowledge of loan programs, guidelines, and technology platforms.</div>
</li><li><div>Perform a variety of administrative and clerical duties to support daily loan operations.</div>
</li><li><div>Ensure full compliance with company policies, security standards, and government regulations.</div>
</li></ul><h3 class="jobSectionHeader"><b>What we're looking for</b></h3><ul>
<li>You have a High School Diploma or equivalent</li>
<li><div>You bring 4 or more years of experience in residential mortgage loan processing and/or underwriting, including conventional and government loans for both purchase and refinance transactions</div>
</li><li><div>An equivalent combination of education and experience can be considered in lieu of a degree</div>
</li></ul><h3 class="jobSectionHeader"><b>What helps you shine</b></h3><ul>
<li><div>You have a proven track record of supporting consistent loan closings and funding in high-volume environments.</div>
</li><li><div>You understand mortgage origination processes, underwriting standards, and FNMA, FHLMC, and government guidelines.</div>
</li><li><div>You communicate clearly and professionally, both verbally and in writing, while delivering exceptional customer service.</div>
</li><li><div>You thrive in fast-paced, deadline-driven settings and can juggle multiple priorities with accuracy.</div>
</li><li><div>You can analyze borrower credit, income documentation, and complex loan structures to support productivity and volume.</div>
</li><li><div>You are comfortable using MS Word, Excel, Outlook, and automated underwriting systems.</div>
</li><li><div>You bring strong analytical skills and a working knowledge of federal and state real estate lending regulations.</div>
</li></ul><h3 class="jobSectionHeader"><b>Travel</b></h3><ul>
<li>Up to 20%</li>
</ul><h3 class="jobSectionHeader"><b>Our Company Values</b></h3><div>
<div>Do the right thing</div>
<div>Teamwork</div>
<div>Trust</div>
<div>Accountability</div>
</div><h3 class="jobSectionHeader"><b>What Our Team Says</b></h3><div>
<div>&quot;I have the opportunity to learn and grow every day in my current role. I love the work life balance, knowing that we work hard, and strive for high performance but we are celebrated.&quot; &ndash; Glassdoor review</div>
</div><h3 class="jobSectionHeader"><b>Compensation &amp; Benefits</b></h3><div>
<ul><li>Targeted starting hourly range (based on experience): $20.00-$27.00</li>
<li>Incentive potential</li>
<li>Comprehensive employee benefits, including: medical, dental, vision, LTD, STD and life</li>
<li>Paid vacation time, sick time and 11 company paid holidays</li>
<li>401k (with up to 4% match)</li>
<li>Tuition reimbursement</li>
</ul></div><div>Review <b>Banner's employee benefits</b> at: Employee Benefits \u007C Banner Bank</div><div></div><div><br>
Please take time to review<b> </b><b>Banner Bank's Consent &amp; Privacy notice</b> before applying.</div><div></div><div><br>
Banner Bank is an Equal Opportunity Employer committed to diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, citizenship, marital status, age, disability or protected veteran status.</div><div></div><div><b><br>
Banner Bank does not accept unsolicited resumes from agencies and/or search firms for any job postings</b>. Resumes submitted to any Banner Bank employee by a third-party agency and/or search firm without a valid written and signed search agreement, will become the sole property of Banner Bank. No fee will be paid if a candidate is hired for a position as a result of an unsolicited agency or search firm referral.</div></div>

Mortgage Loan Officer Assistant (Remote - WA, ID, OR, CA)

First Horizon Bank

<div><p><b>Location</b>: On site at location listed in job posting.</p>
<p><b>
Summary</b>:<br>
The Mortgage Loan Assistant will assist the loan officer and processing staff in the mortgage division with day to day activities and clerical duties, greet customers, answer customers questions, quote loan rates, complete telephone applications, and cross sell bank products.</p><br>
<div><b>
Essential Duties and Responsibilities</b>:<br>
Assist loan officer/processing staff in the processing and closing of real estate mortgage loans;<br>
<ul><li>Develop relationship with customers in order to handle routine tasks and request and anticipate loan requirements;</li><li>Provide administrative support to supervisor and loan officers in handling routine tasks such as mail, telephone, correspondence, facsimile transmissions, and copying.</li><li>Assist in preparing loan packages.</li><li>Performs all other duties as assigned</li></ul></div>
<p><b>
Qualifications</b>:<br>
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Additionally, the qualifications listed below are representative of the knowledge, skills, and/or abilities required in this position:<br>
1. High school diploma or GED and 2+ years of experience or equivalent combination of education and experience</p>
<p><b>
NMLS Language</b><br>
As part of the employment process for this position, you will have to meet the requirements of a background credit check. This position requires compliance with the S.A.F.E Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements.</p>
<p><b>
About Us</b><br>
First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at www.FirstHorizon.com.</p><div><br>
<b>
Benefit Highlights</b><br>
<ul><li>Medical with wellness incentives, dental, and vision</li><li>HSA with company match</li><li>Maternity and parental leave</li><li>Tuition reimbursement</li><li>Mentor program</li><li>401(k) with 6% match</li><li>More - FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits</li></ul></div><br>
<p><b>
Follow Us</b><br>
Facebook<br>
X formerly Twitter<br>
LinkedIn<br>
Instagram<br>
YouTube</p></div>

Mortgage Loan Assistant Senior

Huntington Bank

<div><h1 class="jobSectionHeader"><b>Description</b></h1><p><b>
Summary:</b><br>
The Mortgage Loan Processor 2 is a critical customer facing position that performs a wide range of duties related to the processing and pre-underwriting of residential mortgage loans. Duties are both file and vendor level in nature. Maintains regular contact with both external and internal customers to ensure workflow deadlines are met. Assumes responsibility as the point person and coordinates processing the loan file from receipt in Fulfillment until submission to Closing. Proactively communicates status on the loan to borrowers and loan officer and maintains contact with external and internal partners to ensure expected closing deadlines are met. Primary responsibilities include reviewing and verifying loan documents including W-2 income, IRS tax returns, self-employed borrower income, assets, credit, appraisal, condo certification, homeowner&rsquo;s insurance, title insurance, etc., and ensuring the information is complete, accurate and complies with underwriter and program details. Must be able to communicate clearly and effectively with multiple people, multitask, work in a team environment, and manage an assigned pipeline. Exceptional attention to detail - the right candidate must be organized, able to multitask and have excellent time management skills.</p><ul><li>Job must be onsite and can only be filled in one of these locations, Findlay, OH, Columbus, OH, Boardman, OH, Port Huron, MI, Detroit MI, Byron Center, MI or Tupelo, MS.</li></ul><p></p><p><b>
Duties &amp; Responsibilities:</b></p><ul><li>
Processes FHA, VA, Conventional, and Jumbo loans</li><li>
Financial Analysis &ndash; Knowledge of and ability to read, interpret and draw accurate conclusions from financial and numerical material. Verify and analyze loan documentation including credit reports, income, asset, appraisal, title, homeowner&rsquo;s insurance documents - as well as general ways to structure a loan</li><li>
Ensures a minimum level of documentation (e.g., credit worthiness, analyzing income and asset data) is submitted prior to delivering a loan file to Underwriting for review utilizing fraud and compliance tools, review alerts and clear conditions</li><li>
Demonstrate working knowledge of federal and state guidelines, rules and regulations such as RESPA, TILA, HMDA, etc.</li><li>
Update fees based on the preliminary Closing Disclosure, corrected documents, and loan change requests and ensure any changes which require redisclosure have been accurately notated and checked in the loan origination system for compliance purpose</li><li>
Organizes and uploads documents to the image system, validating what has been provided and indexing items into the appropriate folders.</li><li>
Nurture a pipeline of loans maintaining timely and compliant flow to meet internal and external service level agreements</li><li>
Prioritize and monitor daily workflow in order to ensure all loans are being worked on in accordance with expected timelines</li><li>
Effective communications &ndash; Understanding of effective concepts, tools and techniques; ability to effectively transmit, receive and accurately interpret ideas and information</li><li>
Contact borrowers to collect required documentation and be a liaison between origination, underwriters, relators, and borrowers. Borrowers include first time home buyers, private client group, existing and new bank customers, and customers seeking purchase or refinances</li><li>
Work closely with our Loan Officers and Personal Production Assistants to ensure a timely and accurate experience of the customer throughout the mortgage process.</li><li>
 Interact with mortgage professionals to obtain information from the borrowers or to seek clarification about documents in the loan files</li><li>
Manages an average pipeline of loans within assigned operations center</li><li>
Performs other duties as assigned.</li></ul><p></p><p><b>
Basic Qualifications:</b></p><ul><li>
High School Diploma/GED</li><li>
Minimum of 1 year of demonstrated residential mortgage processing or previous experience fulfilling the roles of Processor, Loan Officer Assistant, Loan Officer, Closer, or equivalent mortgage operations position</li></ul><p></p><p><b>
Preferred Qualifications:</b></p><ul><li>
College degree</li><li>
Current working product knowledge of FHA, VA, Conventional and other loan programs such as Jumbo, Portfolio, construction to permanent, down payment assistance and bond programs.</li><li>
Experienced in automated underwriting to include Fannie/Freddie (CONV/FHA/VA/RD)</li><li>
Self-motivated, self-reliant person who can succeed in a remote position, working from home</li><li>
Excellent disposition, mindset, communication skills and work ethic</li><li>
Ability to multi-task with strong attention to detail while meeting deadlines in a fast-paced environment</li><li>
Strong listening and problem-solving skills</li><li>
A commitment to integrity and customer service</li><li>
Demonstrate working knowledge of federal and state guidelines, rules and regulations such as TRID and Reg B</li><li>
Ability to analyze income and tax forms accurately and calculate income for all types of borrowers</li><li>
Strong knowledge of mortgage procedures, processes, and documentation</li><li>
Able to work independently on processing various loan applications</li><li>
Able to prioritize in order to meet loan closing deadlines</li><li>
Familiarity with Microsoft, mortgage, and banking applications/software</li></ul><p><b><br>
Exempt Status: (Yes</b> = not eligible for overtime pay) (<b>No</b> = eligible for overtime pay)</p>
No<p></p><p><b>
Workplace Type:</b></p>
Office<p></p><p>
Our Approach to <b>Office </b>Workplace Type</p><p></p><p>
Certain positions outside our branch network may be eligible for a flexible work arrangement. We&rsquo;re combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.</p><p></p><p>
Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basis.</p><p></p><p>
Huntington is an Equal Opportunity Employer.</p><p></p><p>
Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.</p><p></p><p><b>
Note to Agency Recruiters:</b> Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.</p></div><p></p>

Home Lending Advocate Sr

<div><h1 class="jobSectionHeader"><b>Description</b></h1><p><b>
Summary:</b><br>
The Mortgage Loan Processor 2 is a critical customer facing position that performs a wide range of duties related to the processing and pre-underwriting of residential mortgage loans. Duties are both file and vendor level in nature. Maintains regular contact with both external and internal customers to ensure workflow deadlines are met. Assumes responsibility as the point person and coordinates processing the loan file from receipt in Fulfillment until submission to Closing. Proactively communicates status on the loan to borrowers and loan officer and maintains contact with external and internal partners to ensure expected closing deadlines are met. Primary responsibilities include reviewing and verifying loan documents including W-2 income, IRS tax returns, self-employed borrower income, assets, credit, appraisal, condo certification, homeowner&rsquo;s insurance, title insurance, etc., and ensuring the information is complete, accurate and complies with underwriter and program details. Must be able to communicate clearly and effectively with multiple people, multitask, work in a team environment, and manage an assigned pipeline. Exceptional attention to detail - the right candidate must be organized, able to multitask and have excellent time management skills.</p><ul><li>Job must be onsite and can only be filled in one of these locations, Columbus, OH, Byron Center, MI, Or Charlotte, NC.
</li></ul><p></p><p><b>Duties &amp; Responsibilities:</b></p><ul><li>
Processes FHA, VA, Conventional, and Jumbo loans</li><li>
Financial Analysis &ndash; Knowledge of and ability to read, interpret and draw accurate conclusions from financial and numerical material. Verify and analyze loan documentation including credit reports, income, asset, appraisal, title, homeowner&rsquo;s insurance documents - as well as general ways to structure a loan</li><li>
Ensures a minimum level of documentation (e.g., credit worthiness, analyzing income and asset data) is submitted prior to delivering a loan file to Underwriting for review utilizing fraud and compliance tools, review alerts and clear conditions</li><li>
Demonstrate working knowledge of federal and state guidelines, rules and regulations such as RESPA, TILA, HMDA, etc.</li><li>
Update fees based on the preliminary Closing Disclosure, corrected documents, and loan change requests and ensure any changes which require redisclosure have been accurately notated and checked in the loan origination system for compliance purpose</li><li>
Organizes and uploads documents to the image system, validating what has been provided and indexing items into the appropriate folders.</li><li>
Nurture a pipeline of loans maintaining timely and compliant flow to meet internal and external service level agreements</li><li>
Prioritize and monitor daily workflow in order to ensure all loans are being worked on in accordance with expected timelines</li><li>
Effective communications &ndash; Understanding of effective concepts, tools and techniques; ability to effectively transmit, receive and accurately interpret ideas and information</li><li>
Contact borrowers to collect required documentation and be a liaison between origination, underwriters, relators, and borrowers. Borrowers include first time home buyers, private client group, existing and new bank customers, and customers seeking purchase or refinances</li><li>
Work closely with our Loan Officers and Personal Production Assistants to ensure a timely and accurate experience of the customer throughout the mortgage process.</li><li>
 Interact with mortgage professionals to obtain information from the borrowers or to seek clarification about documents in the loan files</li><li>
Manages an average pipeline of loans within assigned operations center</li><li>
Performs other duties as assigned.</li></ul><p></p><p><b>
Basic Qualifications:</b></p><ul><li>
High School Diploma/GED</li><li>
Minimum of 1 year of demonstrated residential mortgage processing or previous experience fulfilling the roles of Processor, Loan Officer Assistant, Loan Officer, Closer, or equivalent mortgage operations position</li></ul><p></p><p><b>
Preferred Qualifications:</b></p><ul><li>
College degree</li><li>
Current working product knowledge of FHA, VA, Conventional and other loan programs such as Jumbo, Portfolio, construction to permanent, down payment assistance and bond programs.</li><li>
Experienced in automated underwriting to include Fannie/Freddie (CONV/FHA/VA/RD)</li><li>
Self-motivated, self-reliant person who can succeed in a remote position, working from home</li><li>
Excellent disposition, mindset, communication skills and work ethic</li><li>
Ability to multi-task with strong attention to detail while meeting deadlines in a fast-paced environment</li><li>
Strong listening and problem-solving skills</li><li>
A commitment to integrity and customer service</li><li>
Demonstrate working knowledge of federal and state guidelines, rules and regulations such as TRID and Reg B</li><li>
Ability to analyze income and tax forms accurately and calculate income for all types of borrowers</li><li>
Strong knowledge of mortgage procedures, processes, and documentation</li><li>
Able to work independently on processing various loan applications</li><li>
Able to prioritize in order to meet loan closing deadlines</li><li>
Familiarity with Microsoft, mortgage, and banking applications/software</li></ul><p><b><br>
Exempt Status: (Yes</b> = not eligible for overtime pay) (<b>No</b> = eligible for overtime pay)</p>
No<p></p><p><b>
Workplace Type:</b></p>
Office<p></p><p>
Our Approach to <b>Office </b>Workplace Type</p><p></p><p>
Certain positions outside our branch network may be eligible for a flexible work arrangement. We&rsquo;re combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.</p><p></p><p>
Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basis.</p><p></p><p>
Huntington is an Equal Opportunity Employer.</p><p></p><p>
Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.</p><p></p><p><b>
Note to Agency Recruiters:</b> Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.</p></div><p></p>

Alcova Mortgage, LLC

<p>POSITION SUMMARY</p><p>The Loan Coordinator will support Mortgage Loan Officers in all aspects of the mortgage loan origination process. Courtesy, customer service, and tact are essential elements of this position. The Loan Coordinator works as a team member, managing a pipeline of loans while communicating with clients, Loan Officers, and other members of the Operations team from loan approval to closing. Work involves a great degree of personal contact with others, both in and out of the Company, for purposes of obtaining information, obtaining documentation, building relationships, or soliciting cooperation. The Loan Coordinator must have excellent 'people skills' and be driven with the desire to make sure every client has a positive experience with ALCOVA Mortgage.</p><p>Requirements:</p><p>- 3+ recent years experience in mortgage industry</p><p>- current encompass experience</p><p>- NMLS license</p><p>DUTIES AND RESPONSIBILITIES</p><p>Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this position.</p><p>1. Responsible for assisting with the administrative duties related to client relationships and identifying client service and sales needs</p><p>2. Reviews loan applications to determine the completeness of all documents and verifies borrowers&rsquo; qualifications for specified loan products</p><p>3. Assists with coordination of all appropriate documentation and follows up with clients on an ongoing basis</p><p>4. Advises Loan Officers of any deficiencies or missing documentation</p><p>5. Responds to customer inquiries and referrals that are generated from both their own contacts and from the Loan Officers&rsquo; business</p><p>6. Conduct interviews with prospective borrowers in order to analyze financial and credit data, determine customer financing objectives, advise customers of product/pricing policies and guidelines, and gather any additional required information</p><p>7. Maintains a thorough and up-to-date knowledge of lending programs, policies, procedures, and regulatory requirements</p><p>8. Demonstrates commitment to professional ethics by complying with all federal and state compliance policies and requirements</p><p>9. Works with escrow teams to obtain all items necessary for disclosure (e.g. estimated HUD, preliminary title report, closing protection letter and wire instructions)</p><p>10. Coordinates sending of disclosures, ordering appraisals, and running of credit</p><p>11. Packages and submits complete files to Operations through the Company&rsquo;s loan origination software program</p><p>12. Upon receipt of loan approval, works with Loan Officer Assistants, Loan Officers, and Escrow Officers to clear all &ldquo;prior to doc&rdquo; conditions and funding conditions</p><p>13. Arrange signing for borrowers with Escrow Officers</p><p>14. Works closely with Loan Officers, Funders, and Escrow Officers to clear funding conditions</p><p>15. Organizes filing system, answers phones, photocopies documents, and prepares correspondence and documents</p><p>16. Prepares marketing materials, and may coordinate meetings, conferences, and presentations</p><p>17. May be responsible for the preparation of specialized reports and documents</p><p>Job Type: Full-time</p><p>Pay: $40,000.00 - $55,000.00 per year</p><p>Benefits:</p><ul><li>Dental insurance</li><li>Health insurance</li><li>Paid time off</li></ul><p>Work Location: Remote</p>

Loan Coordinator

Dollar Bank

<div>Dollar Bank is hiring for a Loan Administrator in our Private Banking Department. If you are passionate about delivering exceptional service and finding innovative solutions, and you thrive in a fast-paced, dynamic environment where no two days are the same, we want to speak with you! The Private Banking Department provides the Bank&rsquo;s products and services to high-net-worth individuals in a personalized, professional, and timely manner. The incumbent will perform various administrative duties to provide consistent, high-quality service to these individuals and will also contribute to departmental goals and objectives by assisting officers in managing customer relationships and achieving individual goals. In this role, you&rsquo;ll work alongside seasoned professionals, gain valuable insights into private banking, and build a rewarding career while delivering personalized support to our valued clients.
<br>
<br>
Education and Experience Requirements:
<br>
<ul><li>High School Diploma/GED.
</li><li>One (1) year of banking or administrative experience.
</li></ul><br>
Knowledge, Skill, and Ability Requirements:
<br>
<ul><li>Attention to detail. Good typing and proofreading skills.
</li><li>Good organizational /priority setting skills. Ability to manage multiple tasks and deadlines in a high paced environment.
</li><li>Effective communication skills, both oral and written for professional correspondence.
</li><li>Effective interpersonal skills, making you a trusted partner to both clients and colleagues.
</li><li>Ability to apply job knowledge and good judgement to problem solving/decision making situations.
</li><li>Proficiency with Microsoft Word and Excel.
</li><li>Familiarity with loan documentation and processing preferred.
</li><li>Knowledge of the commercial loan system, Bank's products, services, policies, and procedures preferred.
</li></ul><br>
Essential Functions:
<br>
<ul><li>Assist loan officers in the preparation of credit proposals by ordering appraisals, credit, property, flood reports, verifying deposit/account balances and other financial statement information.
</li><li>Prepare loan documentation. Follow up for receipt of requested/required information.
</li><li>Prepare commercial loan system input worksheets to establish new accounts and service existing accounts.
</li><li>Create and maintain credit files, utilizing Nautilus.
</li><li>Coordinate the opening and servicing of liability product accounts with branches and Private Banking transaction centers.
</li><li>Perform servicing and maintenance of accounts/relationships.
</li><li>Interact with other departments, particularly Credit, Loan Operations and Private Banking transaction centers to respond to customer inquiries and requests.
</li><li>Compose routine correspondence.
</li><li>Perform other duties assigned to support the Private Banking Operations team.
</li></ul><br>
All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing, and monitoring the risk they encounter daily as required by Dollar Bank&rsquo;s risk management program. Compliance with regulatory laws and company procedures is a required component of all position descriptions.</div>

Loan Assistant

SoFi

<div><div><p><b>Employee Applicant Privacy Notice</b></p>
<p><b>
Who we are:</b></p>
<div>
<p>Shape a brighter financial future with us.</p>
<p>
Together with our members, we're changing the way people think about and interact with personal finance.</p>
<p>
We're a next-generation financial services company and national bank using innovative, mobile-first technology to help our millions of members reach their goals. The industry is going through an unprecedented transformation, and we're at the forefront. We're proud to come to work every day knowing that what we do has a direct impact on people's lives, with our core values guiding us every step of the way. <b>Join us to invest in yourself, your career, and the financial world.</b></p>
</div></div><p><b>
The role:</b></p>
<p>
SoFi Mortgage is seeking a proactive and detail-oriented Production Assistant to provide essential support to our loan officers in managing the loan origination process. The Production Assistant will play a critical role in gathering borrower information, preparing loan files, and ensuring a seamless experience for clients. The successful candidate will have strong organizational skills, effective communication abilities, and a passion for customer service.</p>
<p><b>
What you'll do:</b></p>
<p><b>
The Production Assistant pulls and analyzes customer credit, reviews income, asset documents and understands how to structure a loan</b><b>This position also involves running DU, stacking and submitting files, requesting and clearing underwriting conditions, as well as communicating with borrowers and realtors</b><b>Primary contact between clients and Loan Originators</b><b>Taking application information over the phone and scheduling appointments</b><b>Track all requested documents in Encompass and/or Salesforce</b><b>Review received documentation within 24 hours for discrepancies, omissions, asset and income verification and Encompass updates based on verified information</b><b>Work with Mortgage Loan Originators to resolve any problems with files and documents</b><b>Comply with Company policy and procedures to ensure all files are complete</b><b>Attend team meetings</b><b>Comply with applicable state and federal compliance guidelines</b></p>
<p><b>
What you'll need:</b></p>
<ul>
<li>Two years of professional office experience</li>
<li>One year of mortgage or banking industry experience</li>
<li>NMLS License Required under the terms of the S.A.F.E. Act of 2008 (&quot;SAFE Act&quot;)</li>
<li>General knowledge of FNMA, FHLMC, FHA and VA guidelines</li>
<li>Prior Encompass LOS system experience or other mortgage processing software</li>
<li>Proficient in Google docs</li>
<li>Excellent organizational skills and attention to detail</li>
<li>Ability to manage multiple tasks/projects and deadlines simultaneously</li>
<li>Excellent communication skills</li>
</ul>
<p><b>Nice to have:</b></p>
<ul>
<li>Working knowledge of Encompass, Blend and/or SalesForce.</li>
<li>1+ years of origination experience</li>
<li>National and any state level NMLS licensing in the past 12 months
</li></ul><div><div><b>Compensation and Benefits</b></div>
<div>The base pay range for this role is listed below. Final base pay offer will be determined based on individual factors such as the candidate's experience, skills, and location.</div>
<div></div>
<div>To view all of our comprehensive and competitive benefits, visit our <b>Benefits at SoFi</b><b> </b>page!</div>
<h5 class="jobSectionHeader">SoFi provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth and related medical conditions, breastfeeding, and conditions related to breastfeeding), gender, gender identity, gender expression, national origin, ancestry, age (40 or over), physical or medical disability, medical condition, marital status, registered domestic partner status, sexual orientation, genetic information, military and/or veteran status, or any other basis prohibited by applicable state or federal law.</h5>
<h5 class="jobSectionHeader">The Company hires the best qualified candidate for the job, without regard to protected characteristics.</h5>
<h5 class="jobSectionHeader">Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.</h5>
<h5 class="jobSectionHeader">New York applicants: Notice of Employee Rights</h5>
<h5 class="jobSectionHeader">SoFi is committed to an inclusive culture. As part of this commitment, SoFi offers reasonable accommodations to candidates with physical or mental disabilities. If you need accommodations to participate in the job application or interview process, please let your recruiter know or email <b>accommodations@sofi.com.</b></h5>
<h5 class="jobSectionHeader">Due to insurance coverage issues, we are unable to accommodate remote work from Hawaii or Alaska at this time.</h5>
<div><b>Internal Employees</b></div>
<div>If you are a current employee, do not apply here - please navigate to our Internal Job Board in Greenhouse to apply to our open roles.</div></div></div>

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